CommunitySuite Idea Lab
1286 results found
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For individual donors, automate the salutation to the first name
When entering a new individual name, automate the salutation to the first name.
3 votes -
Option for Stripe Gift Letter Templates
We are finding that it would be helpful to have the ability to use more than one letter template for Stripe gifts.
3 votes -
3 votes
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Voucher: Add Hold status
Can you put a "HOLD" functionality of an Accounts Payable voucher?
Thank you,
3 votes -
grantee profile grants report
Would it be possible to export the list of grants shown under a grantee profile - grants tab - Grants list?
3 votes -
address line
Would be nice to be able to enter an address with only the city, state, zip.
I have a vendor with just that info for an address but the system won't save it without an address line. Have to put a period or some other "placeholder" for the system to save the city and state.3 votes -
Fund Summary
Fund Summary
'List All' funds would be most beneficial - we have 70 groups - so 70 summaries to combine.
Also, to add filters and save as new report would be great.3 votes -
Allow Deletion of Profile that was once a Fund Advisor
I have experienced this twice now... I am trying to delete a profile that has no connections preventing the deletion except the profile is a Fund Advisor. In each case, after deleting the Fund Advisor relationship, I am still unable to delete the profile.
The error message is "Unable to delete the profile because there are references to it elsewhere in the system. Please set to inactive instead."
Is this occurring because there is some residual data that remains in the Fund Advisor relationship (e.g., password)? If that is the problem, then CSuite should delete all information related to the…
3 votes -
Note Entry on Till Deposit
When adding a note to a till deposit, once you type your note and hit "Add Note" the system takes you back to some other random deposit...not the deposit you were on. The note does attach properly to the original deposit you had selected but why does it not take you right back to the same deposit once you have finished the note??
3 votes -
Creating multiple reports from one report/database
When using an existing report, it would be nice to be able to use that report with additional filters and be able to save that report as a "new" report. So in a sense, using the existing report as a "data set" and then be able to create multiple reports (from this existing report).
3 votes -
Customize Columns in Fund Advisor Portal
In the Fund Advisor Portal, it would be nice to be able to customize the columns of information show for grant or contribution history. For example, on the grant history, we would like to show a column that lists the fund advisor who recommended each grant. That information is on the grant if you drill down, but you can't see it from the table view.
3 votes -
Remove Student Name From Grant Record
When creating a scholarship from SLM or manually within cSuite, the student name is being populated in the grant description field by default. We have students that wish to not share their names, so this make this process much more labor intensive having to manually edit the names out each and every time.
3 votes -
3 votes
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Loans: Invoice Date vs. Due Date
Currently, loans have only one date, a payment date. The system won't let us invoice any loans until the payment date. We need to invoice a few of our monthly loans to remind them to pay, which we typically want to mail at least a week in advance. This makes it difficult in the system if we want the payment date to match our "due date" on the amortization schedule.
Could either 1) another date field be added for a due date or 2) could loans be allowed to be invoiced prior to the payment date?
3 votes -
Adding Student number-link to update School?
Wondering if it is possible when you add a student number to the student profile, if a different school is selected then what was originally entered for the Scholarship recipient, the information can link or have a prompt to change the school for said scholarship recipient? We usually have a lot of students change schools from their application date to distribution, it would be awesome if the information can be linked to update in both places, or a prompt to change.
3 votes -
Search By Philanthropic Interest Type for Donate Page
On the Donate to a Fund page, I'd like to be able to code for a few main sectors (arts, children & family, religion, education, healthcare, animals etc) to allow potential donors the ability to sort by their area of passion and see all of the related funds we have for that sector to learn more. I tried searching by terms in the description boxes, but that didn't work. Even if I had to search by #arts that would be very helpful! https://cfnn.fcsuite.com/erp/donate
3 votes -
Add Fiscal Year to Grant Reports
Please add the field FIscal Year to Custom Reports (Grants) and add Fiscal Year to Filtered reports in Grants module so that we can pull the fiscal year for grants on all grant reports.
3 votes -
Create a report to display all spendable grants
Our foundation would like to be able to track all spendable grants created, meaning, I would like to be able to create a report to display all spendable grants that we have created.
3 votes -
Full Fund Name and/or Short Name in Financials
The full fund name is not fully visible on any financials where the fund name may be lengthy. We cannot determine one fund from one another. We would like either the full fund name and/or the Short Name to show on reports in the financials area. We provide these reports to outside organizations and the reports are not clear which fund is which. See the attached as a basic example of one of our organizations.
3 votes -
"Add fee/interest" account check - reconcile and revenue share
In the "add fee/interest" section for statement vouchers, it would be helpful to have a warning to let us know if we are trying to post fee/interest to an account that is not a revenue/expense account. In addition, it would be helpful to have a warning to confirm that you are using the correct accounts if you are using a different account than previous months. The accounts are generally the same every month, so this makes sense. That way, we don't go through the entire reconciliation/revenue share process only to realize after revenue share that the wrong account was chosen…
3 votes
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